Frequently Asked Questions

EstateMate is a guided tool that helps families settle a deceased loved one's estate. It gives you a state-specific checklist, a secure document vault, family sharing so relatives can help, and AI-assisted features that read your uploaded documents and draft letters for you to review. It keeps everything in one calm, organized place so nothing important slips through.

No. EstateMate is not a law firm and does not provide legal advice. We provide general, state-specific information and organizational tools. For legal questions specific to your situation, please consult a licensed attorney in your state — and we'll help you recognize when that's the right move.

It's built for executors, administrators, and family members responsible for settling an estate — especially when there is no will (intestate) and you're not sure where to begin. You don't need any legal or financial background to use it.

$199, one time. That's it — no subscription, no recurring charges. It covers full access to the Estate Hub for the estate you're settling.

The free checklist gives you a state-specific list of what to do, so you can see the whole path at no cost. The Full Hub ($199) adds the tools to actually do it: a document vault with scanning, family sharing and task assignment, a probate calculator, AI document reading and letter drafting, direct links to your state's courts, and more.

Yes. If EstateMate isn't the right fit, you can request a full refund within 14 days of your purchase by emailing billing@yourestatemate.com. See our Terms for details.

No. You can generate your free state-specific checklist without paying, so you know exactly what's ahead before deciding whether the Full Hub is right for you.

Answer a few short questions about the estate and your state, and EstateMate builds your personalized checklist. From there you can work through it one step at a time — there's no need to do everything at once.

Yes — that's one of the best parts. With the Full Hub you can invite family members or collaborators to a shared estate, so the people who want to help finally can, without duplicating effort or missing steps. You control who's invited and what they can see.

Yes. Courts can appoint co-executors (or co-administrators when there is no will) who share the responsibility and act together — a good option when settling an estate feels like too much for one person to carry. The legal appointment is made by the court, not by EstateMate.

Inside EstateMate, you can already share the work today: invite family members to your estate so several people can upload documents, complete tasks, and move things forward together. We're also building a dedicated co-executor role with equal, full access — if that would help your family, let us know and it'll help us prioritize it.

All 50 states. Your checklist, small-estate thresholds, deadlines, and court links are tailored to the state where the estate is being settled.

EstateMate can read documents you upload (like a death certificate) to save you re-typing, and draft letters for you. Every AI result is shown to you for review before it's used — you can edit or discard it. The AI is completely optional: you can enter everything by hand instead. You're always in control.

Many estates can be settled without a lawyer, but some situations call for one — for example, if the estate is large, family members disagree, it includes a business or out-of-state real estate, it owes more than it owns, or a creditor takes legal action. EstateMate flags these signs for you, and most probate attorneys offer a free initial consultation.

Yes. Your data is encrypted in transit and at rest, and each account's documents are isolated so no other user can reach them. We never sell your information. See our Privacy Policy for the full picture.

Only you — and any family members or collaborators you personally invite to your estate. Your documents are private to your estate and are never made public or shared with other EstateMate users.

Anytime. From your account settings you can export a copy of your data or permanently delete your account and everything in it. It's your information — you're in control of it.

We source figures like small-estate thresholds and deadlines from primary state statutes and re-verify them regularly. That said, laws change and every situation is different — so please always confirm the specifics with the appropriate court or a licensed attorney before you act.